11/1/2024 | Bridges Investment Management Inc. | 3,860 | $442K | 0.0% | -18.9% | 0.043% | |
10/31/2024 | Advisor Resource Council | 4,640 | $532K | 0.2% | N/A | 0.051% | |
10/30/2024 | Cary Street Partners Asset Management LLC | 31,904 | $3.66M | 0.5% | +39.9% | 0.351% | |
10/25/2024 | Sunburst Financial Group LLC | 3,283 | $376K | 0.1% | +6.4% | 0.036% | |
10/24/2024 | Bristlecone Advisors LLC | 220 | $25K | 0.0% | N/A | 0.002% | |
10/24/2024 | Wealth Enhancement Advisory Services LLC | 2,227 | $255K | 0.0% | N/A | 0.025% | |
|
10/22/2024 | Sequoia Financial Advisors LLC | 1,789 | $205K | 0.0% | N/A | 0.020% | |
10/21/2024 | Northwest Investment Counselors LLC | 308 | $35K | 0.0% | N/A | 0.003% | |
10/16/2024 | Bleakley Financial Group LLC | 4,220 | $484K | 0.0% | N/A | 0.046% | |
10/11/2024 | Creative Planning | 8,061 | $924K | 0.0% | -4.0% | 0.089% | |
10/10/2024 | Octavia Wealth Advisors LLC | 145,275 | $16.65M | 2.1% | +6.9% | 1.600% | |
10/8/2024 | Stordahl Capital Management Inc. | 139,460 | $15.89M | 3.8% | +2.9% | 1.536% | |
10/8/2024 | Mather Group LLC. | 373 | $43K | 0.0% | -24.2% | 0.004% | |
10/7/2024 | Miracle Mile Advisors LLC | 57,152 | $6.55M | 0.2% | -0.2% | 0.629% | |
8/22/2024 | Cetera Investment Advisers | 9,504 | $1.04M | 0.0% | +32.8% | 0.105% | |
8/19/2024 | EP Wealth Advisors LLC | 950 | $104K | 0.0% | -53.7% | 0.010% | |
8/16/2024 | Northwestern Mutual Wealth Management Co. | 9,702 | $1.06M | 0.0% | +1.5% | 0.107% | |
8/16/2024 | NewEdge Advisors LLC | 11,952 | $1.31M | 0.0% | N/A | 0.132% | |
8/16/2024 | Silver Lake Advisory LLC | 3,698 | $405K | 0.1% | N/A | 0.041% | |
8/16/2024 | Creative Planning | 8,393 | $919K | 0.0% | +3.0% | 0.092% | |
8/13/2024 | Kiely Wealth Advisory Group Inc. | 1,586 | $171K | 0.1% | +61.0% | 0.017% | |
8/13/2024 | Thrivent Financial for Lutherans | 18,073 | $1.98M | 0.0% | +1.0% | 0.199% | |
8/13/2024 | Etfidea LLC | 7,022 | $769K | 0.3% | -9.5% | 0.077% | |
8/13/2024 | Bridges Investment Management Inc. | 4,760 | $521K | 0.0% | N/A | 0.052% | |
8/12/2024 | LJI Wealth Management LLC | 91,245 | $10.00M | 2.2% | +4.8% | 1.005% | |
8/10/2024 | Virtu Financial LLC | 10,091 | $1.11M | 0.1% | N/A | 0.111% | |
8/8/2024 | Wealthspire Advisors LLC | 5,828 | $638K | 0.0% | +198.1% | 0.064% | |
8/8/2024 | PFG Advisors | 8,350 | $915K | 0.1% | +12.8% | 0.092% | |
8/6/2024 | Savant Capital LLC | 26,976 | $2.96M | 0.0% | -3.2% | 0.297% | |
8/2/2024 | Octavia Wealth Advisors LLC | 135,924 | $14.89M | 2.0% | +4.1% | 1.497% | |
8/1/2024 | Montag A & Associates Inc. | 12,711 | $1.39M | 0.1% | -2.1% | 0.140% | |
7/31/2024 | Commonwealth Equity Services LLC | 17,666 | $1.94M | 0.0% | -1.0% | 0.195% | |
7/30/2024 | Hobart Private Capital LLC | 4,738 | $519K | 0.1% | N/A | 0.052% | |
7/30/2024 | International Assets Investment Management LLC | 1,382 | $151K | 0.0% | N/A | 0.015% | |
7/26/2024 | Harbour Investments Inc. | 21,551 | $2.36M | 0.1% | +12,007.3% | 0.237% | |
7/26/2024 | Cambridge Investment Research Advisors Inc. | 9,428 | $1.03M | 0.0% | +18.7% | 0.104% | |
7/22/2024 | Atria Wealth Solutions Inc. | 62,048 | $6.80M | 0.1% | +3,316.7% | 0.683% | |
7/20/2024 | Raymond James Financial Services Advisors Inc. | 189,059 | $20.71M | 0.0% | -1.2% | 2.082% | |
7/18/2024 | Silver Lake Advisory LLC | 3,698 | $405K | 0.1% | N/A | 0.041% | |
7/15/2024 | Stordahl Capital Management Inc. | 135,566 | $14.85M | 3.7% | -4.0% | 1.493% | |
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7/15/2024 | RFG Advisory LLC | 8,583 | $940K | 0.0% | +40.0% | 0.095% | |
7/9/2024 | Lynx Investment Advisory | 405 | $44K | 0.0% | N/A | 0.004% | |
7/9/2024 | Mather Group LLC. | 492 | $56K | 0.0% | -22.8% | 0.005% | |
5/24/2024 | Cetera Advisors LLC | 3,027 | $343K | 0.0% | N/A | 0.033% | |
5/13/2024 | Atlanta Consulting Group Advisors LLC | 1,764 | $200K | 0.1% | N/A | 0.019% | |
5/9/2024 | Blair William & Co. IL | 16,104 | $1.83M | 0.0% | -4.5% | 0.181% | |
5/7/2024 | Montag A & Associates Inc. | 12,981 | $1.47M | 0.1% | +7.3% | 0.146% | |
5/7/2024 | PFG Advisors | 7,405 | $840K | 0.1% | -2.1% | 0.083% | |
5/7/2024 | Wealthspire Advisors LLC | 1,955 | $222K | 0.0% | N/A | 0.022% | |
5/2/2024 | Salomon & Ludwin LLC | 257 | $29K | 0.0% | N/A | 0.003% | |
4/30/2024 | Private Advisor Group LLC | 17,590 | $2.00M | 0.0% | -1.8% | 0.198% | |
4/30/2024 | Perigon Wealth Management LLC | 1,932 | $219K | 0.0% | N/A | 0.022% | |
4/29/2024 | Commonwealth Equity Services LLC | 17,841 | $2.02M | 0.0% | +6.4% | 0.200% | |
4/29/2024 | RWA Wealth Partners LLC | 42,610 | $4.83M | 0.1% | -0.6% | 0.479% | |
4/23/2024 | Global Retirement Partners LLC | 2,228 | $253K | 0.0% | +15.6% | 0.025% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 191,261 | $21.70M | 0.0% | -1.1% | 2.149% | |
4/18/2024 | Stordahl Capital Management Inc. | 141,228 | $16.02M | 4.0% | +6.9% | 1.587% | |
4/11/2024 | RFG Advisory LLC | 6,129 | $695K | 0.0% | N/A | 0.069% | |
4/10/2024 | SOA Wealth Advisors LLC. | 348 | $39K | 0.0% | +2,800.0% | 0.004% | |
4/9/2024 | Mather Group LLC. | 637 | $72K | 0.0% | N/A | 0.008% | |
3/22/2024 | PNC Financial Services Group Inc. | 2,956 | $290K | 0.0% | -3.2% | 0.036% | |
2/28/2024 | EP Wealth Advisors LLC | 2,040 | $200K | 0.0% | -18.1% | 0.025% | |
2/9/2024 | Advisory Services Network LLC | 1,948 | $191K | 0.0% | N/A | 0.024% | |
2/9/2024 | Wells Fargo & Company MN | 100,127 | $9.84M | 0.0% | +37.8% | 1.217% | |
2/9/2024 | UBS Group AG | 76,788 | $7.54M | 0.0% | +8.4% | 0.933% | |
2/7/2024 | Cary Street Partners Investment Advisory LLC | 6,832 | $671K | 0.0% | +560.7% | 0.083% | |
2/7/2024 | Principal Securities Inc. | 1,450 | $142K | 0.0% | N/A | 0.018% | |
2/7/2024 | Montag A & Associates Inc. | 12,096 | $1.19M | 0.1% | +25.8% | 0.147% | |
2/6/2024 | Private Advisor Group LLC | 17,912 | $1.76M | 0.0% | -1.2% | 0.218% | |
2/5/2024 | Cary Street Partners Asset Management LLC | 22,154 | $2.18M | 0.4% | +173.9% | 0.269% | |
2/5/2024 | Savant Capital LLC | 28,372 | $2.79M | 0.0% | -1.0% | 0.345% | |
2/5/2024 | Russell Investments Group Ltd. | 370 | $36K | 0.0% | -35.7% | 0.004% | |
2/2/2024 | Rodgers & Associates LTD | 2,670 | $262K | 0.0% | -18.9% | 0.032% | |
2/1/2024 | RWA Wealth Partners LLC | 42,888 | $4.21M | 0.1% | -4.7% | 0.521% | |
2/1/2024 | Heritage Investment Group Inc. | 8,618 | $847K | 0.2% | -12.3% | 0.105% | |
1/29/2024 | Mosaic Family Wealth Partners LLC | 2,207 | $217K | 0.0% | N/A | 0.027% | |
1/29/2024 | Round Rock Advisors LLC | 8,358 | $821K | 0.2% | +13.9% | 0.102% | |
1/26/2024 | Mendel Capital Management LLC | 20,325 | $2.00M | 1.4% | +2.4% | 0.247% | |
1/25/2024 | International Assets Investment Management LLC | 90,372 | $8.88M | 0.0% | N/A | 1.098% | |
1/24/2024 | International Assets Investment Management LLC | 90,372 | $8.88M | 0.0% | N/A | 1.098% | |
1/23/2024 | Levy Wealth Management Group LLC | 2,101 | $206K | 0.1% | N/A | 0.026% | |
1/19/2024 | PFG Advisors | 7,566 | $743K | 0.1% | -6.4% | 0.092% | |
1/18/2024 | Global Retirement Partners LLC | 1,928 | $186K | 0.0% | +11.6% | 0.023% | |
1/17/2024 | Stordahl Capital Management Inc. | 132,079 | $12.97M | 3.5% | -5.5% | 1.605% | |
1/16/2024 | Raymond James Financial Services Advisors Inc. | 193,374 | $19.00M | 0.0% | -1.5% | 2.350% | |
1/16/2024 | Raymond James & Associates | 18,461 | $1.81M | 0.0% | +68.2% | 0.224% | |
1/9/2024 | Sunburst Financial Group LLC | 3,108 | $305K | 0.1% | N/A | 0.038% | |
1/8/2024 | Founders Capital Management | 673 | $66K | 0.0% | -19.5% | 0.008% | |
11/24/2023 | EP Wealth Advisors LLC | 2,490 | $225K | 0.0% | -34.4% | 0.030% | |
11/16/2023 | Moneta Group Investment Advisors LLC | 2,917 | $263K | 0.0% | N/A | 0.035% | |
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11/13/2023 | Cary Street Partners Investment Advisory LLC | 1,034 | $93K | 0.0% | +1,595.1% | 0.013% | |
11/13/2023 | Mariner LLC | 664,791 | $60.03M | 0.2% | +0.4% | 8.078% | |
11/13/2023 | LPL Financial LLC | 114,727 | $10.36M | 0.0% | +14.6% | 1.394% | |
11/13/2023 | Kestra Advisory Services LLC | 70,147 | $6.33M | 0.1% | +1.4% | 0.852% | |
11/9/2023 | Montag A & Associates Inc. | 9,616 | $868K | 0.1% | N/A | 0.117% | |
11/9/2023 | Blair William & Co. IL | 17,328 | $1.57M | 0.0% | +2.8% | 0.211% | |
11/8/2023 | Ausdal Financial Partners Inc. | 3,232 | $292K | 0.0% | N/A | 0.039% | |
11/8/2023 | HighTower Advisors LLC | 4,435 | $400K | 0.0% | +15.6% | 0.054% | |
11/8/2023 | Keybank National Association OH | 33,141 | $2.99M | 0.0% | -2.1% | 0.403% | |
11/7/2023 | Savant Capital LLC | 28,669 | $2.59M | 0.0% | N/A | 0.348% | |